Summary

Cladis Investment Advisory LLC

Founded in 2010

Strengths

  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average

Weaknesses

  • Cladis Investment Advisory LLC has a very small market share in their industry
  • Variance of revenue growth is more than the industry average

Annual Revenue

Cladis Investment Advisory LLC's annual revenue

$1096000

Based on Kona Equity data

  • Revenue per employee

    $274000

  • Variance of revenue growth

    11.47

  • Annual revenue growth since founding

    $78285

  • Revenue growth rate from first known quarter to current

    -72.6%

Employee Count

4 employees

  • Employee growth rate from first known quarter to current

    -75.0%

Executives

Cody Dutton

Representative

c**@cladisadvisory.com

Tracy Juggan

Investment Advisor & Representative

t**@cladisadvisory.com

Brenda Meyer

Client Administrator

b**@cladisadvisory.com

G Score - 3

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.

Location

180 S 32nd St. West, Ste. 1 
Billings, MT  59102

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

Lawrence Russell

financialplannerpasadena.com
  • Location: Pasadena, CA
  • Annual Revenue: $2.5M
  • Employees: 7

Bernstein Financial Advisory

bernsteinfinance.com
  • Founded in 2019
  • Location: Minneapolis, MN
  • Annual Revenue: $1.1M
  • Employees: 6
  • Bernstein Financial Advisory in Minneapolis is a business that specializes in helping people with their finances. We focus on long-term relationships with clients as their caring and reliable advisor.

Baril Advisors LLC

bariladvisers.com
  • Founded in 2006
  • Location: Buffalo Grove, IL
  • Annual Revenue: $1.1M
  • Employees: 4

The Asset Advisory Group

assetadvisorygroup.com
  • Location: Cincinnati, OH
  • Annual Revenue: $1.2M
  • Employees: 5

Forteris Wealth Management

forteriswealth.com
  • Founded in 1993
  • Location: Armonk, NY
  • Annual Revenue: $1.1M
  • Employees: 4
  • Forteris is a fee-only wealth management firm with offices in NY and TX. We help individuals and families plan, save, and invest for their future goals.

The Aldridge Group

aldridgegrp.com
  • Location: Houston, TX
  • Annual Revenue: $1.1M
  • Employees: 5

Key Information

  • SIC: 6211; 621
  • NAICS: 523; 52
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Cladis Investment Advisory LLC.

See similar companies

Frequently Asked Questions

Where is Cladis Investment Advisory LLC located?

Cladis Investment Advisory LLC's headquarters are located at 180 S 32nd St. West, Ste. 1  Billings, MT  59102.


What is Cladis Investment Advisory LLC's official website?

Cladis Investment Advisory LLC's official website is cladisadvisory.com


What is Cladis Investment Advisory LLC's revenue?

Cladis Investment Advisory LLC's annual revenue is $1.1 M.


What is Cladis Investment Advisory LLC's SIC code?

Cladis Investment Advisory LLC's SIC: 6211; 621


What is Cladis Investment Advisory LLC's NAICS code?

Cladis Investment Advisory LLC's NAICS: 523; 52.


How many employees does Cladis Investment Advisory LLC's have?

Cladis Investment Advisory LLC has 4 employees


What industry does Cladis Investment Advisory LLC belong to?

Cladis Investment Advisory LLC is in the industry of Financial services.

Next step

Visitors review